Texas Instruments $TXN sees $500 to $1,000 worth of chip content per humanoid robot and expects robotics production to ramp in 2027. CEO Haviv Ilan said: “I don't know how many they'll build next year, but definitely the demand is they want to grow.”

Texas Instruments reported quarterly earnings of $2.62 per share, which beat the analyst consensus estimate of $2.41. The company advised that EPS included a one-cent reduction that was not in its original guidance. Quarterly revenue of $6.06 billion beat the Street estimate of $5.92 billion and was up from $4.74 billion in the same period last year. Texas Instruments’ CEO Haviv Ilan gave the following comments: “Revenue increased 11% sequentially and 28% from the same quarter a year ago, with continued broad growth in industrial, automotive and data center.” “Our cash flow from operations of $9.9 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $8.4 billion.” “Over the past 12 months, we invested $4.0 billion in R&D and SG&A, invested $2.6 billion in capital expenditures and returned $5.8 billion to owners.” “TI’s fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79.” $TXN

Texas Instruments reported quarterly earnings of $2.62 per share, which beat the analyst consensus estimate of $2.41. The company advised that EPS included a one-cent reduction that was not in its original guidance. Quarterly revenue of $6.06 billion beat the Street estimate of $5.92 billion and was up from $4.74 billion in the same period last year. Texas Instruments’ CEO Haviv Ilan gave the following comments: “Revenue increased 11% sequentially and 28% from the same quarter a year ago, with continued broad growth in industrial, automotive and data center.” “Our cash flow from operations of $9.9 billion for the trailing 12 months again underscored the strength of our business model, the quality of our product portfolio and the benefit of 300mm production. Free cash flow for the same period was $8.4 billion.” “Over the past 12 months, we invested $4.0 billion in R&D and SG&A, invested $2.6 billion in capital expenditures and returned $5.8 billion to owners.” “TI’s fourth quarter outlook is for revenue in the range of $5.80 billion to $6.30 billion and earnings per share between $2.45 and $2.79.”

TEXAS INSTRUMENTS CEO SAYS Q3 DATA CENTER REVENUE WAS UP ABOUT 95% YOY AND GREW ABOUT 20% SEQUENTIALLY, WITH THE CFO SAYING Q3 EPS INCLUDED A 1-CENT REDUCTION NOT IN ORIGINAL GUIDANCE DUE TO DISCRETE TAX ITEMS AND THAT END-OF-Q3 INVENTORY WAS $4.7 BLN, UP $67 MLN FROM THE PRIOR QUARTER - CONF CALL

TEXAS INSTRUMENTS CEO SAYS Q3 DATA CENTER REVENUE WAS UP ABOUT 95% YOY AND GREW ABOUT 20% SEQUENTIALLY, WITH THE CFO SAYING Q3 EPS INCLUDED A 1-CENT REDUCTION NOT IN ORIGINAL GUIDANCE DUE TO DISCRETE TAX ITEMS AND THAT END-OF-Q3 INVENTORY WAS $4.7 BLN, UP $67 MLN FROM THE PRIOR QUARTER - CONF CALL

Texas Instruments the biggest maker of analog and embedded processing chips, gave a strong revenue forecast for the current period, lifted by demand from automotive and industrial customers.

TEXAS INSTRUMENTS Q3 OPERATING PROFIT $2.87 BLN AND FREE CASH FLOW $2.96 BLN, BOTH ABOVE ESTIMATES, WITH THE COMPANY SEEING Q4 EPS $2.45 TO $2.79 AND Q4 REVENUE $5.80 BLN TO $6.30 BLN, THE MIDPOINT ABOVE ESTIMATE OF $5.73 BLN